Program Chair:
Michael W. Taibleson
Husch Blackwell LLP
Milwaukee
Presenters:
Brian L. Anderson
DeWitt Ross & Stevens S.C.
Madison
David Eckhardt
Husch Blackwell LLP
Milwaukee
Steven E. Grieb
Empower Retirement
Milwaukee
Leigh C. Riley
Foley & Lardner LLP
Milwaukee
Mary Ellen Schill
Ruder Ware L.L.S.C.
Wausau
Martin P. Tierney
Michael Best
Milwaukee
John B. Tuffnell
Tuffnell Law S.C.
Milwaukee
8:00 a.m. : Registration
8:30 a.m. : Employee Plans Compliance Resolution System (EPCRS) Update
- Overview of the updated ECPRS Revenue Procedure 2016-51
- Description of the corrective programs available for retirement plans under the EPCRS
- What’s changing under the new EPCRS, and what is not changing
- Synopsis of resources available from the IRS
Steven E. Grieb
9:20 a.m. : Health Care Reform
- Latest information on ACA repeal/replace
- Qualified small employer health reimbursement arrangements
- Group health plan design options available to employers
Brian L. Anderson
10:10 a.m. : Break
10:25 a.m. : Impact of Wisconsin’s Safe at Home Program on Employers, and Administering Benefit Plans When an Employee Dies
- An overview of Wisconsin’s new Safe at Home Program
- Discussion of how the Program impacts employee benefit plan administration
- Information on special Program rules applicable to schools and local governments
- Know your responsibilities with respect to benefit plans in the event of an employee death
Mary Ellen Schill
11:15 a.m. : Updates to the ERISA Fiduciary Rule: Impact on Financial Advisors and Plan Sponsors
- Brief overview of the final rule, the delay in the final rule, and updates to the final rule
- Requirements for transition rule
- Industry developments for compliance
- Impact on employer plan sponsors
David Eckhardt
12:05 p.m. : Lunch (on your own)
1:05 p.m. : 2017 Executive Compensation Update
- An overview of recent developments in executive and deferred compensation including:
o Proposed (possibly final) regulations under Code sections 409A and 457(f)
o Recent litigation regarding executive compensation
o New audit guidelines for golden parachutes
o A review of recent IRS Chief Counsel Advice (CCA) and advanced Code section 409A techniques”
Martin P. Tierney
1:55 p.m. : ERISA and Employee Benefit Case Law Update
- Detailed review of selected significant ERISA and employee benefit cases from the United States Supreme Court, the Seventh Circuit Court of Appeals, and the federal district courts from the past year
- Developing trends in ERISA litigation
John B. Tuffnell
2:45 p.m. : Break
3:00 p.m. : What’s Happening in the World of Qualified Retirement Plans?
- Detailed review of the complete overhaul of the IRS determination letter program, including when d-letters are available and how this impacts other government programs
- Discussion of how you should react, and what other firms are doing in response, to the elimination of the determination letter program
- Review of the new IRS amendment deadlines and how the IRS intends to help us keep up-to-date with plan changes
- Other recent IRS guidance or rules of importance relating to qualified plans
Leigh C. Riley
3:50 p.m. : Program Concludes
- Explore how the current administration’s health care reforms may affect benefit plans and group health design
- Gain an understanding of the ERISA Fiduciary Rule and its impact on advisors and sponsors
- Receive an overview of Wisconsin's new Safe at Home program
- Hear a case law update on both ERISA and employee benefits cases
- Obtain an update on executive compensation
- Learn what’s changing (and what isn't) under the new Employee Plans Compliance Resolution System
- Find out about the IRS determination letter overhaul and what it means for attorneys representing plan administrators
- Employee benefits lawyers
- Health law attorneys
- Employment law practitioners
- Tax law attorneys
- Insurance law practitioners
- Business law attorneys
- In-house counsel
- General practitioners